Managing recurring visits

For clients who receive regular care, you can set up recurring visit patterns.

To create recurring visits:

When creating a visit, enable the "Recurring" option.

Choose the frequency (daily, weekly, or custom pattern).

Set the end date or number of occurrences.

Assign a default worker (can be changed for individual occurrences).

Save to generate all visits in the series.

You can edit individual visits in a recurring series without affecting the others, or update the entire series at once.